See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,426 | $86,929-70.8% | $102,423-75.2% | $80,856-68.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 27.62% | 18.88%+8.7pp | 29.32%-1.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $7,231 | $2,369+205.2% | $3,023+139.2% | $2,755+162.5% |
| Participant deferral / active EE | $3,509 | $4,118-14.8% | $5,053-30.6% | $4,296-18.3% |
| Admin fee / account holder | $1,160 | $8,049-85.6% | $9,451-87.7% | $6,918-83.2% |